Private Wealth
Practice Group
Our Private Wealth Group covers the full range of contentious and non-contentious private wealth legal issues. We are highly skilled in advising individuals and families in their planning and structuring of private wealth and business assets, wealth preservation, continuity of family businesses and smooth succession. We advise and represent individuals, families and closely-held family businesses, banks, family offices and trust companies in estate and inheritance planning, and in disputes and litigation. We work in close collaboration with our firm’s tax, banking, corporate and real estate practice groups.
Expertise
We have extensive experience in:
- Estate planning and structuring of private wealth and business assets
- Administration of trust and estates
- Governance structures (including family constitutions) for the efficient transfer of wealth and control of family businesses
- Inheritance disputes: complex national and international trust and estates litigation matters
- Philanthropy: establishment, governance and management of charitable organisations and all issues related to philanthropic giving
- Family office establishment and governance and related regulatory advice
- Immigration: residency planning and relocation, pre-immigration restructuring, tax ruling negotiations and marital property and estate planning
- Art-related legal advice and support to art institutions, collectors, artists, galleries, art dealers, auction houses and insurers on the entire range of art-related legal matters, including acquisition and sale, structuring of art collections and litigation
- Legal advice on acquisition, sale and financing of unique assets such as real estate, yachts and private jets
Contact
Partners
Full Team
Highlights
Schellenberg Wittmer: Crowned once again as Best Legal Team for the 6th time at WealthBriefing Awards 2023
13.02.2023
Schellenberg Wittmer's Private Wealth team was awarded ‘Best Legal Team’ at the Tenth Annual WealthBriefing Swiss Awards 2023.
Private Wealth group wins ‘Best Legal Team’ for the 5th time at WealthBriefing Awards 2022
03.02.2022
Schellenberg Wittmer's Private Wealth team was awarded ‘Best Legal Team’ at the Ninth Annual WealthBriefing Swiss Awards 2022.
Swiss Trust: Preliminary Draft
13.01.2022
The Federal Council initiated a public consultation on a draft bill introducing the trust into Swiss law. The proposed provisions, which are to be included in a new …
Awards & Recognitions
The group and leading practitioners are highly ranked and recognised among leading law firms in global directories and publications:
- Chambers Global in International Private Clients and HNW guide
- Legal 500 in Private Clients
- WWL Switzerland and across WWL Private Clients international guide
- WWL Switzerland Firm of the Year Private Clients
- Four-time winner at the Wealthbriefing Awards
- Private Client Global Elite
- Citywealth Leaders List
- Commended in the Financial Times Innovative Lawyer Report